Consult Implementation - Core

Empower Enterprise Philippines, Inc.; Manila; Hybrid; PHP 400,000 - 700,000; Full time

Job summary

Empower Enterprise Philippines, Inc. is seeking an Implementation Consultant to lead the successful installation of standard and non-complex retirement plan sales, acting as project manager and primary contact for sponsors, advisors, and administrators.

You will coordinate conversion activities, manage timelines, and ensure accurate transfer of assets, while communicating across internal teams. Bachelor's degree and 1–2 years' experience required; fluency in English and willingness to work

Qualifications

• Bachelor's degree in Business or related field preferred.
• 1–2 years of implementation or related experience.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Excellent time management.
• Fluent in English.
• Available to work overnight hours.

Responsibilities

• Act as the primary contact for Empower to manage the successful installation of standard/non-complex new transfer or start-up retirement plan sales.
• Perform weekly conference calls with plan sponsors, financial advisors, third party administrators and internal departments regarding timing of conversion and project management.
• Discuss service agreements, contracts and product features with stakeholders for suitability and comprehension of administrative duties.
• Review plan provisions with plans electing internal compliance services to ensure accurate restatement of retirement plan documents.
• Coordinate the integration and mapping of payroll files/methods with the plan sponsor to Empower.
• Facilitate the transfer of plan assets and records through written and verbal communication with prior providers and internal teams.
• Maintain internal deadlines and timelines for transfer and start-up plan activity.
• Produce quality work on assigned sales through quality assurance measures.
• Follow procedures to minimize market risks and gain/loss situations.
• Transition plans timely from blackout release to ongoing Client Service Manager.
• Work extended hours during peak seasons or high volume.

Skills

English fluency

Time management

Attention to detail

Verbal communication

Written communication

Overnight hours

Education

Bachelor's degree in Business or related field

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Implementation Consultant is responsible for the successful installation of new retirement plan sales, acting as the project manager and consultant for conversion activities. The Implementation Consultant will also act as the point of contact with plan sponsors, financial advisors and third-party administrators.

What you will do

• Act as the primary contact for Empower to manage the successful installation of standard/non-complex new transfer or start-up retirement plan sales
• Perform weekly conference calls on assigned sales and consult with various client contacts including plan sponsors, financial advisors, third party administrators, relationship/client service managers, regional sales directors, prior providers, payroll vendors and various internal departments with respect to the timing of conversion, outstanding items, critical tasks and overall project management
• Discuss service agreements, contracts and product features with plan sponsors, financial advisors and third-party administrators for suitability and comprehension of administrative duties
• Review plan provisions with plans electing internal compliance services to ensure accurate restatement of retirement plan documents
• Coordinate the integration and mapping of payroll files/methods with the plan sponsor to Empower
• Facilitate the transfer of plan assets and records through written and verbal communication with prior providers, client contacts and various internal departments
• Maintain established internal deadlines and timelines associated with transfer and start-up plan activity
• Produce quality work on assigned sales through various quality assurance measures
• Follow established procedures designed to minimize market risks and gain/loss situations
• Transition plans timely from blackout release to the on-going Client Service Manager
• Work extended hours and overtime during peak seasons or high volume

What you will bring

• Bachelor's degree in Business or related field preferred
• 1 - 2 years Implementation or related work experience
• Excellent written and verbal communication skills
• Strong attention to detail required
• Excellent time management
• Must be fluent in English
• Must be available to work overnight hours

What will set you apart

• Proficient knowledge of various IRS codes; 401(k), 403(b), 401(a), 457(b)
• Proficient knowledge of IRS/DOL reporting knowledge
• Proficient regulatory compliance and plan document knowledge

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Remote and Hybrid Positions

For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate homework environment and the required internet connection.

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